Top active portfolio management financial advisors in Seneca Falls, NY

Gregory Schmitter is a financial advisor at Edward Jones in Seneca Falls, NY, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he served with the New York State Police for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Deraddo is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Geneva, NY. He has been with LPL Financial and Lyons National Bank since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jason Swartley is a financial advisor with OSAIC in Geneva, NY, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at several firms, including MML Investors Services, Mass Mutual Life Insurance Company, Hornor Townsend & Kent, and Securities America. Outside of advising, he serves as an elected committee member for the Seneca County Republican Party and is involved in insurance sales and fee-based financial planning. OSAIC serves a wide range of clients—from individuals to institutions—offering integrated brokerage and advisory services through a broad network of advisors. The firm employs various asset-allocation tools and third-party managers to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

James Durso is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Invest Financial Corporation. Outside of his advisory work, he is a notary public in Ontario County, New York. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with model portfolios and third-party managers, delivering services through fee-based portfolio management and sub-advisory arrangements.

Jeremy Fredenburg Sr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory work, he owns WSGB, LLC, through which he engages in educating, coaching, consulting, and research on financial industry topics. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.